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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,778 | $201,264+63.4% | $184,185+78.5% | $145,978+125.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 26.52% | 29.00%-2.5pp | 28.81%-2.3pp | 550.52%-524.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,405 | $9,806-65.3% | $9,132-62.7% | $6,690-49.1% |
| Admin fee / account holder | $2,131 | $16,376-87.0% | $13,909-84.7% | $13,400-84.1% |